HEI icon

HEICO
HEI

Overview Fund Activity

496 hedge funds and large institutions have $6.84B invested in HEICO in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 153 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+30
Holders Change %
+6.44%
% of All Funds
7.27%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
79
Increased
153
Reduced
158
Closed
44
Calls
$40.9M
Puts
$17.8M
Net Calls
+$23.1M
Net Calls Change
+$13.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$236M
2
Citadel Advisors
Citadel Advisors
Florida
$83.7M
3
Capital World Investors
Capital World Investors
California
$586M
4
Two Sigma Investments
Two Sigma Investments
New York
$35.4M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$168M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$20.1M
2
American Century Companies
American Century Companies
Missouri
$138M
3
Bessemer Group
Bessemer Group
New Jersey
$432K
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$4.39M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
201
Park Avenue Securities
New York
$1.32M -$497K -2,779 -27%
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$1.3M +$388K +2,168 +43%
EML
203
Eos Management LP
New York
$1.28M -$111K -620 -8%
AIC
204
Anthracite Investment Company
Texas
$1.25M +$1.25M +7,000 New
TAF
205
Tredje AP-fonden
Sweden
$1.24M +$1.24M +6,930 New
MA
206
Mezzasalma Advisors
New Jersey
$1.24M – – –
MC
207
Moors & Cabot
Massachusetts
$1.23M – – –
VFA
208
Voya Financial Advisors
Connecticut
$1.22M -$3.22K -18 -0.3%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$1.2M +$14.8K +83 +1%
AWM
210
AE Wealth Management
Kansas
$1.19M +$13K +71 +1%
FC
211
FORA Capital
Florida
$1.14M -$192K -1,075 -14%
VAM
212
Verity Asset Management
North Carolina
$1.12M -$3.22K -18 -0.3%
FA
213
FDx Advisors
Illinois
$1.11M -$169K -946 -13%
Cerity Partners
214
Cerity Partners
New York
$1.09M +$110K +616 +11%
II
215
Inspire Investing
Idaho
$1.07M -$7.33K -41 -0.7%
IWM
216
IHT Wealth Management
Illinois
$1.05M -$358 -2 -0%
ET
217
Equitable Trust
Tennessee
$1.04M -$35.4K -198 -3%
GLAM
218
Gardner Lewis Asset Management
Pennsylvania
$1.03M +$1.03M +5,763 New
II
219
IFM Investors
Australia
$1.03M -$95.4K -533 -8%
Creative Planning
220
Creative Planning
Kansas
$1.01M +$59.9K +335 +6%
KAS
221
Kestra Advisory Services
Texas
$1.01M +$190K +1,060 +23%
X
222
Xponance
Pennsylvania
$1,000K -$72.1K -403 -7%
CGIM
223
Capital Group Investment Management
Singapore
$995K +$174K +972 +21%
Wealth Enhancement Advisory Services
224
Wealth Enhancement Advisory Services
Minnesota
$991K +$136K +759 +16%
CIBC Asset Management
225
CIBC Asset Management
Ontario, Canada
$990K -$9.66K -54 -1%
7 8
9
10 11